财经深一度|看好中国创新前景 外资对中国资产热情提升

Group 1 - International financial institutions are optimistic about the fundamentals of the Chinese economy and the performance of Chinese assets, expecting a systematic increase in the weight of Chinese assets in global investment portfolios [1] - UBS reported a significant increase in the participation of international long-term funds as cornerstone or core institutional investors in recent Hong Kong IPOs and refinancing projects, indicating a shift towards more proactive and long-term investment strategies in China [1] - The total annual amount of M&A transactions in China involving foreign capital has reached 60 billion RMB, marking a 10-year high, reflecting increased foreign engagement in the Chinese capital market [1] Group 2 - The fundamental changes in Chinese enterprises are shifting from a "scale-first" approach to focusing on profitability quality, technological barriers, long-term value, and innovation, providing a solid foundation for foreign capital inflow [2] - The weakening of the US dollar and the concentration of the US tech sector are driving global investors to diversify their asset allocations, with the Asia-Pacific market, including China, becoming a core focus [2] - HSBC's 2026 outlook report suggests that with a focus on boosting domestic demand and ongoing structural reforms, China's economy is expected to maintain steady growth, with innovation becoming a key advantage in attracting foreign investment [2]